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Financial Planner

Deerfoot IT Resources Ltd
Posted 11 days ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Junior Financial Planner position is located in London (Zone 1) and offers a salary range of £50k-£70k plus performance bonuses, pension, and healthcare benefits.
  • Candidates must have a minimum of 5 years of experience in a financial planning firm and a proven ability to manage a book of business worth £10 million AUM.
  • The role involves managing client relationships, providing tailored financial advice, ensuring compliance with FCA regulations, and collaborating with a team of professionals.
  • A Level 4 Diploma in Financial Planning (CII or equivalent) is required, with progress toward Chartered status being a strong advantage.
  • The firm seeks motivated individuals with strong communication and analytical skills, and a background in insurance or wealth management is preferred.

Exciting Opportunity: Junior Financial Planner - London

Position: Junior Financial PlannerLocation: London (Zone 1)Salary: £50k-£70k + Performance Bonuses, Pension, Healthcare, and Support for Chartered StatusJob Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote)

Are you a motivated and ambitious financial planning professional looking to elevate your career? We are a growing, dynamic firm based in London, seeking a Junior Financial Planner with at least 5 years of experience to join our expert team. This is a fantastic opportunity to contribute to a client-focused business that offers long-term career progression, a competitive salary, and a strong benefits package.

Key Responsibilities

  • Client Relationships: Manage and expand an existing client portfolio while generating new business through referrals and networking.
  • Tailored Financial Advice: Deliver personalised, independent financial planning advice on pensions, investments, tax, and protection products.
  • Compliance: Ensure adherence to FCA regulations and high compliance standards.
  • Collaborative Support: Work closely with a talented team of IFAs, paraplanners, and administrators to provide exceptional service.
  • Paraplanning & Admin: Assist with all aspects of financial planning, including report writing and client onboarding.
  • Contribute to Growth: Use your initiative to identify business opportunities and improve internal processes.

What We're Looking For

  • Experience: 5+ years in a financial planning firm, with a proven ability to manage a book of business (£10 million AUM).
  • Qualifications: Level 4 Diploma in Financial Planning (CII or equivalent) is essential. Progress toward Chartered status is a strong plus.
  • Skills: Strong communication, organisational, and analytical skills, with the ability to manage relationships and work independently or as part of a team.
  • Sector: Insurance Wealth Management background preferred

Desirable Attributes

  • A degree in Finance, Economics, Business, or a related field.
  • Currently studying for, or committed to studying for, Chartered Financial Planner status is highly desirable.
  • Broad experience providing holistic financial advice across multiple products.
  • Level 4 Diploma in Financial Planning (CII or equivalent) is essential

Ready to take the next step in your career?

Apply today and become part of a supportive and ambitious team!

Deerfoot IT Resources Ltd is acting as an Employment Agency in relation to this vacancy.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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